Episode 5 – What’s the Catalyst?
In this episode, Bob and Scott discuss the next market catalyst and where things are headed. Scott reviews some of the sectors where you should have been since the beginning of the year and a chat regarding buying something that is already way up follows.
Scott makes a move in Citicorp and discusses his feeling on the stock given a long time horizon. MSFT takes down $3.5 billion to add to the $20+ war chest on hand. Chris Flowers buys a bank and Bob and Scott discuss the possibility that private equity is lining up to lend to the business community when traditional bank lending fails to refinance.
Episode 5 - What is the next market catalyst?
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